Who owns iShares Lehman Aggregate Bond?
- Ticker: AGG
- CUSIP Number: 464287226
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Lehman Aggregate Bond with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares Lehman Aggregate Bond stock
Who bought or sold iShares Lehman Aggregate Bond this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James & Associates | 66M | $6.5B | 5% | Mar 2024 |
|
| Wells Fargo & Company | 58M | $5.7B | 7% | Mar 2024 |
|
| BlackRock | 44M | $4.3B | -2% | Mar 2024 |
|
| Bank of America Corporation | 41M | $4.0B | -2% | Mar 2024 |
|
| Envestnet Asset Management | 39M | $3.9B | 2% | Mar 2024 |
|
| Us Bancorp | 32M | $3.1B | 9% | Mar 2024 |
|
| Morgan Stanley | 27M | $4.4B | 8% | Mar 2024 |
|
| Goldman Sachs Group | 25M | $2.5B | 31% | Mar 2024 |
|
| Mercer Global Advisors | 18M | $1.7B | 17% | Mar 2024 |
|
| Betterment | 18M | $1.7B | 83% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 17M | $1.7B | 17% | Mar 2024 |
|
| Northern Trust | 15M | $1.4B | 6% | Mar 2024 |
|
| Charles Schwab Investment Management | 13M | $1.3B | -10% | Mar 2024 |
|
| Creative Planning | 13M | $1.2B | 1% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 10M | $1.0B | 18% | Mar 2024 |
|
| Ameriprise Financial | 10M | $985M | 2% | Mar 2024 |
|
| WealthNavi | 9.5M | $928M | 4% | Mar 2024 |
|
| UBS Group | 9.4M | $922M | 2% | Mar 2024 |
|
| First Citizens Bank & Trust | 9.3M | $913M | 19% | Mar 2024 |
|
| Tiaa Trust, National Association | 8.5M | $829M | 11% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 8.5M | $828M | -8% | Mar 2024 |
|
| Jpmorgan Chase & Co | 7.8M | $769M | -12% | Mar 2024 |
|
| FMR | 7.7M | $755M | 28% | Mar 2024 |
|
| Branch Banking & Trust Company | 6.8M | $671M | 7% | Mar 2024 |
|
| LPL Financial | 6.6M | $647M | -2% | Mar 2024 |
|
| Mariner Wealth Advisors | 6.5M | $640M | 33% | Mar 2024 |
|
| Commonwealth of Pennsylvania | 6.4M | $629M | 1% | Mar 2024 |
|
| Factory Mutual Insurance Company | 6.1M | $600M | 50% | Mar 2024 |
|
| Global Assets Advisory | 5.9M | $61M | 12067% | Mar 2024 |
|
| Pnc Financial Services | 5.8M | $568M | 4% | Mar 2024 |
|
| MEMBERS Trust | 5.7M | $558M | 2% | Mar 2024 |
|
| Stifel Financial | 5.6M | $551M | 4% | Mar 2024 |
|
| United Services Automobile Association | 5.4M | $532M | -33% | Mar 2024 |
|
| Bank of New York Mellon | 5.3M | $524M | 5% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 5.3M | $522M | 5% | Mar 2024 |
|
| Royal Bank of Canada | 3.9M | $386M | 10% | Mar 2024 |
|
| D.A. Davidson & Co. | 3.9M | $383M | 9% | Mar 2024 |
|
| H D Vest Advisory Services | 3.6M | $352M | 2% | Mar 2024 |
|
| Citigroup | 3.2M | $309M | 9% | Mar 2024 |
|
| Henderson Group | 2.9M | $288M | 0% | Mar 2024 |
|
| SigFig Wealth Management | 2.8M | $272M | 1% | Mar 2024 |
|
| Balentine | 2.5M | $244M | 4% | Mar 2024 |
|
| South Dakota Investment Council | 2.3M | $230M | 0% | Mar 2024 |
|
| Commonwealth Equity Services | 2.3M | $220M | 7% | Mar 2024 |
|
| Alliancebernstein | 2.2M | $221M | 7% | Dec 2023 |
|
| Sequoia Financial Advisors | 2.2M | $218M | 7% | Mar 2024 |
|
| Ronald Blue Trust | 2.1M | $210M | 2% | Mar 2024 |
|
| Dynasty Wealth Management | 2.1M | $209M | 100% | Mar 2024 |
|
| Allspring Global Investments Holdings | 2.0M | $200M | 39% | Mar 2024 |
|
| HighTower Advisors | 2.0M | $200M | 6% | Mar 2024 |
|
| Mackenzie Financial | 2.0M | $191M | 28% | Mar 2024 |
|
| Edgehill Endowment Partners | 1.9M | $190M | 12% | Mar 2024 |
|
| HPM Partners | 1.9M | $185M | 51% | Mar 2024 |
|
| EP Wealth Advisors | 1.8M | $178M | 145% | Dec 2023 |
|
| Quotient Wealth Partners | 1.8M | $175M | 100% | Dec 2023 |
|
| Summit Trail Advisors | 1.7M | $170M | 88% | Mar 2024 |
|
| Vantagepoint Investment Advisers | 1.7M | $166M | 0% | Mar 2024 |
|
| Capital Asset Advisory Services | 1.5M | $149M | 6% | Mar 2024 |
|
| Stairway Partners | 1.5M | $149M | 28% | Mar 2024 |
|
| Axxcess Wealth Management | 1.5M | $151M | -2% | Dec 2023 |
|
| Geisinger Health | 1.5M | $149M | -13% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 1.5M | $148M | 53% | Mar 2024 |
|
| Bank Of Montreal | 1.4M | $141M | 17% | Mar 2024 |
|
| GenTrust | 1.4M | $141M | 1% | Mar 2024 |
|
| Prime Capital Investment Advisors | 1.4M | $142M | 37% | Dec 2023 |
|
| Mitsubishi UFJ Trust & Banking Corp | 1.4M | $138M | 0% | Mar 2024 |
|
| Mason Street Advisors | 1.4M | $138M | 19% | Mar 2024 |
|
| Charter Oak Capital Management | 1.4M | $137M | 23% | Mar 2024 |
|
| Disciplina Capital Management | 1.4M | $138M | 100% | Dec 2023 |
|
| Cahaba Wealth Management | 1.4M | $134M | 4% | Mar 2024 |
|
| Hsbc Holdings | 1.3M | $133M | -1% | Dec 2023 |
|
| Rock Creek Group | 1.3M | $105M | 44% | Mar 2024 |
|
| Advisor Group Holdings | 1.3M | $123M | -66% | Mar 2024 |
|
| BKD Wealth Advisors | 1.2M | $121M | 17% | Mar 2024 |
|
| Campbell Wealth Management | 1.2M | $120M | 76% | Mar 2024 |
|
| Charles Schwab Trust | 1.2M | $119M | 0% | Mar 2024 |
|
| Country Trust Bank | 1.2M | $118M | -12% | Mar 2024 |
|
| O'shaughnessy Asset Management | 1.2M | $114M | 68% | Mar 2024 |
|
| Brookstone Capital Management | 1.2M | $114M | 110% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 1.1M | $111M | -13% | Mar 2024 |
|
| Assetmark | 1.1M | $104M | -13% | Mar 2024 |
|
| Graves-Light Private Wealth Management | 1.0M | $100M | 19% | Mar 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 993k | $97M | 4% | Mar 2024 |
|
| Sumitomo Mitsui Trust Holdings | 993k | $97M | 0% | Mar 2024 |
|
| Huntington Asset Advisors | 974k | $95M | -4% | Mar 2024 |
|
| Evoke Wealth | 944k | $93M | -3% | Mar 2024 |
|
| Principal Securities | 937k | $92M | -9% | Mar 2024 |
|
| Baird Financial | 916k | $91M | 141% | Dec 2023 |
|
| Kingsview Wealth Management | 913k | $90M | 9% | Mar 2024 |
|
| CI Private Wealth | 898k | $88M | -17% | Mar 2024 |
|
| Bnp Paribas Investment Partners | 897k | $88M | 100% | Mar 2024 |
|
| McKinley Carter Wealth Services | 891k | $87M | 6% | Mar 2024 |
|
| Keybank National Association | 871k | $85M | 4% | Mar 2024 |
|
| Steward Partners Investment Advisory | 856k | $84M | 75% | Mar 2024 |
|
| Trust | 853k | $84M | 1% | Mar 2024 |
|
| Lido Advisors | 850k | $83M | -6% | Mar 2024 |
|
| Fisher Investments | 839k | $82M | 0% | Mar 2024 |
|
| Rebalance | 834k | $82M | 1% | Mar 2024 |
|
| Baystate Wealth Management | 817k | $81M | 20% | Dec 2023 |
|
| Beacon Pointe Advisors | 801k | $80M | -1% | Dec 2023 |
|
| Babson Capital Management | 795k | $78M | -13% | Mar 2024 |
|
| Cornerstone Wealth Group | 793k | $78M | 2% | Mar 2024 |
|
| Trustmark National Bank - Trust Department | 791k | $78M | 58% | Mar 2024 |
|
| Alerus Financial | 786k | $77M | 2% | Mar 2024 |
|
| Steele Capital Management | 781k | $77M | 7% | Mar 2024 |
|
| Comprehensive Portfolio Management | 777k | $76M | 134% | Mar 2024 |
|
| Toews Corp | 775k | $76M | 100% | Mar 2024 |
|
| Wesbanco Trust And Investments | 771k | $76M | 28% | Mar 2024 |
|
| Mirae Asset Global Investments | 761k | $75M | 14% | Mar 2024 |
|
| Baker Avenue Asset Management | 758k | $74M | 4% | Mar 2024 |
|
| Zacks Investment Management | 750k | $74M | 54% | Mar 2024 |
|
| Sumitomo Mitsui Financial | 746k | $73M | 18% | Mar 2024 |
|
| Juniper Hill Capital Management | 737k | $72M | -47% | Mar 2024 |
|
| Goss Wealth Management | 718k | $70M | -7% | Mar 2024 |
|
| Efficient Advisors | 706k | $69M | 3% | Mar 2024 |
|
| Fifth Third Bancorp | 701k | $69M | -61% | Mar 2024 |
|
| M^T Bank Corporation | 699k | $68M | -4% | Mar 2024 |
|
| Janney Montgomery Scott | 684k | $67M | 7% | Mar 2024 |
|
| Orion Portfolio Solutions | 682k | $67M | -13% | Mar 2024 |
|
| United Capital Financial Advisers | 668k | $65M | 1% | Mar 2024 |
|
| Franklin Resources | 666k | $65M | -2% | Mar 2024 |
|
| Brave Asset Management | 666k | $65M | 4% | Mar 2024 |
|
| Bp Wealth Management | 646k | $63M | 68% | Mar 2024 |
|
| Professional Financial Advisors | 645k | $63M | 1% | Mar 2024 |
|
| Sand Hill Advisors | 630k | $62M | 10% | Mar 2024 |
|
| Parallel Advisors | 608k | $60M | 57% | Mar 2024 |
|
| Compton Financial Group | 607k | $60M | 23% | Mar 2024 |
|
| Colony | 607k | $59M | 26% | Mar 2024 |
|
| Meridian Wealth Partners | 607k | $59M | 23% | Mar 2024 |
|
| Brian McDonald | 605k | $59M | 13% | Mar 2024 |
|
| Simplify Asset Management | 591k | $58M | 635% | Mar 2024 |
|
| Bnp Paribas Arbitrage, Snc | 590k | $58M | -34% | Mar 2024 |
|
| Victory Capital Management | 589k | $58M | 78% | Mar 2024 |
|
| First Merchants Bank, National Association | 584k | $57M | 13% | Mar 2024 |
|
| Prosperity Consulting Group | 578k | $57M | 2280% | Mar 2024 |
|
| CWM | 558k | $55M | 105% | Mar 2024 |
|
| JFS Wealth Advisors | 556k | $55M | 9% | Mar 2024 |
|
| Raymond James Trust | 554k | $54M | 13% | Mar 2024 |
|
| ZB | 554k | $55M | -12% | Dec 2023 |
|
| National Bank Of Canada /fi/ | 546k | $54M | 1843% | Dec 2023 |
|
| PDS Planning | 526k | $52M | 5% | Mar 2024 |
|
| Charter Trust | 523k | $51M | 6% | Mar 2024 |
|
| Affiance Financial | 523k | $51M | 7% | Mar 2024 |
|
| Metropolitan Life Insurance Company | 520k | $52M | 335% | Dec 2023 |
|
| P/E Global | 518k | $51M | -92% | Mar 2024 |
|
| TruWealth Advisors | 510k | $50M | 5% | Mar 2024 |
|
| BLB^B Advisors | 509k | $50M | 9% | Mar 2024 |
|
| Smith & Howard Wealth Management | 505k | $50M | 42% | Mar 2024 |
|
| Liquid Strategies | 501k | $49M | 6% | Mar 2024 |
|
| Facet Wealth | 499k | $48M | -12% | Mar 2024 |
|
| Adaptive Financial Consulting | 490k | $48M | 4% | Mar 2024 |
|
| Cable Hill Partners | 489k | $48M | 0% | Mar 2024 |
|
| Kestra Private Wealth Services | 489k | $48M | 5% | Mar 2024 |
|
| Summit Global Investments | 476k | $47M | -26% | Mar 2024 |
|
| Ing Investment Management | 463k | $45M | -19% | Mar 2024 |
|
| SG Americas Securities | 410k | $40M | -23% | Mar 2024 |
|
| Twele Capital Management | 377k | $37M | -31% | Mar 2024 |
|
| Apollon Wealth Management | 344k | $34M | -43% | Mar 2024 |
|
| Bank Of Oklahoma National Association / | 285k | $28M | -53% | Mar 2024 |
|
| Rhumbline Advisers | 264k | $26M | -49% | Mar 2024 |
|
| Empower Advisory Group | 149k | $15M | -90% | Mar 2024 |
|
| Trustees of the Smith College | 137k | $14M | -74% | Mar 2024 |
|
| AE Wealth Management | 102k | $10M | -86% | Mar 2024 |
|
| Susquehanna International | 94k | $9.2M | -84% | Mar 2024 |
|
| Lgl Partners | 94k | $9.2M | -85% | Mar 2024 |
|
| Fft Wealth Management | 81k | $7.9M | -87% | Mar 2024 |
|
| Natixis Asset Management Advisors | 80k | $7.9M | -87% | Mar 2024 |
|
| Granite Bay Wealth Management | 26k | $2.6M | -97% | Mar 2024 |
|
| SageView Advisory Group | 5.4k | $528k | -100% | Mar 2024 |
|
Who sold out of iShares Lehman Aggregate Bond?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Captrust Financial Advisors | Dec 2023 | 3.5M | $349M |
| State Treasurer State Of Michigan | Dec 2023 | 978k | $97M |